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Fiducian Group Ltd (AU:FID)
ASX:FID
Australian Market
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Fiducian Group Ltd (FID) AI Stock Analysis

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AU:FID

Fiducian Group Ltd

(Sydney:FID)

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Outperform 72 (OpenAI - 4o)
Rating:72Outperform
Price Target:
AU$13.50
▲(1.73% Upside)
Fiducian Group Ltd's strong financial performance, characterized by high profitability and solid cash flow, is the primary driver of its stock score. The valuation is reasonable, with an attractive dividend yield. Technical indicators suggest a neutral market sentiment, with no significant momentum. The absence of earnings call data and corporate events means these factors do not influence the score.

Fiducian Group Ltd (FID) vs. iShares MSCI Australia ETF (EWA)

Fiducian Group Ltd Business Overview & Revenue Model

Company DescriptionFiducian Group Ltd, through its subsidiaries, provides financial services in Australia. It operates through Funds Management, Financial Planning, Corporate Services, and Platform Administration segments. The company provides investor directed portfolio and separately managed accounts services; and acts as the trustee of fiducial superannuation services. It also offers fiducial funds; financial planning services; client account administration platforms; and wrap platform administration services. In addition, the company develops IT software systems for financial planning; and offers financial advisory services, such as cash flow management, debt reduction, planning retirement, estate management, and aged care, as well as provides platform solutions and SMSF administration services. Further, it offers diversified and sector funds, specialist funds, managed portfolios, and manager system services. The company was founded in 1996 and is based in Sydney, Australia.
How the Company Makes MoneyFiducian Group Ltd generates revenue primarily through its financial planning and investment management services. The company earns money by charging fees for advisory services, which include commissions on financial products sold to clients, as well as ongoing management fees based on the assets under management (AUM) in their investment portfolios. Additionally, Fiducian receives income from its superannuation fund management, where it charges administration and investment fees. The company may also generate revenue through strategic partnerships with other financial institutions and product providers, which can enhance its service offerings and attract a wider client base.

Fiducian Group Ltd Financial Statement Overview

Summary
Fiducian Group Ltd exhibits strong profitability and cash flow generation, supported by a solid balance sheet with low leverage. Despite a recent revenue decline, the company maintains high margins and efficient operations. The financial position is stable, with strong equity backing and impressive returns on equity.
Income Statement
75
Positive
Fiducian Group Ltd demonstrates strong profitability with a high gross profit margin of 100% and a robust net profit margin of 28.62% for the latest period. However, the company experienced a significant revenue decline of 24.68% in the most recent year, which is a concern. The EBIT and EBITDA margins are healthy at 40.92% and 47.69%, respectively, indicating efficient operations despite the revenue drop.
Balance Sheet
80
Positive
The balance sheet is solid with a low debt-to-equity ratio of 0.10, suggesting conservative leverage. The return on equity is impressive at 30.78%, reflecting strong profitability relative to shareholder equity. The equity ratio stands at 74.71%, indicating a strong equity base relative to total assets, which enhances financial stability.
Cash Flow
85
Very Positive
Cash flow performance is strong, with a free cash flow growth rate of 8.52% and a high operating cash flow to net income ratio of 5.23, indicating excellent cash generation relative to earnings. The free cash flow to net income ratio is nearly 1, showing that the company effectively converts its net income into free cash flow.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue89.37M64.88M80.80M73.31M69.54M59.95M
Gross Profit41.19M64.88M58.83M49.69M47.09M40.46M
EBITDA29.47M30.94M26.06M22.44M23.16M20.56M
Net Income18.57M18.57M15.04M12.32M13.32M12.18M
Balance Sheet
Total Assets80.77M80.77M71.40M72.34M74.28M61.74M
Cash, Cash Equivalents and Short-Term Investments34.94M34.94M26.60M19.65M17.48M19.32M
Total Debt6.31M6.31M2.98M4.24M5.83M5.89M
Total Liabilities20.44M20.44M16.79M21.43M27.15M18.88M
Stockholders Equity60.33M60.33M54.61M50.91M47.13M42.87M
Cash Flow
Free Cash Flow22.35M22.35M19.38M13.90M18.10M15.93M
Operating Cash Flow22.43M22.43M19.46M14.28M18.68M16.04M
Investing Cash Flow752.00K752.00K546.00K-1.96M-9.71M-1.47M
Financing Cash Flow-14.85M-14.85M-13.05M-10.15M-10.80M-9.21M

Fiducian Group Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price13.27
Price Trends
50DMA
12.64
Positive
100DMA
11.40
Positive
200DMA
10.33
Positive
Market Momentum
MACD
0.12
Negative
RSI
59.62
Neutral
STOCH
95.97
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:FID, the sentiment is Positive. The current price of 13.27 is above the 20-day moving average (MA) of 12.68, above the 50-day MA of 12.64, and above the 200-day MA of 10.33, indicating a bullish trend. The MACD of 0.12 indicates Negative momentum. The RSI at 59.62 is Neutral, neither overbought nor oversold. The STOCH value of 95.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:FID.

Fiducian Group Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
€159.32M15.679.11%5.39%18.74%88.57%
72
Outperform
AU$396.81M21.3332.31%3.46%10.61%23.34%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
AU$309.68M8.2511.44%4.24%31.09%-75.49%
53
Neutral
AU$310.72M-2.64%8.06%4.20%50.11%
49
Neutral
AU$244.94M456.520.31%36.51%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:FID
Fiducian Group Ltd
13.27
4.43
50.11%
AU:PAC
Pacific Current Group Ltd
10.15
-0.05
-0.51%
AU:EZL
Euroz Hartleys Group Limited
1.00
0.33
49.03%
AU:CVC
CVC Limited
2.10
0.25
13.51%
AU:REP
RAM Essential Services Property Fund
0.62
0.00
0.00%

Fiducian Group Ltd Corporate Events

Fiducian Group Reports Steady Growth in Q3 2025
Oct 16, 2025

Fiducian Group Ltd has voluntarily lodged its Appendix 4C for the quarter ending September 2025, reporting a net inflow of $102 million to its core platform and a total of $15.6 billion in funds under management, administration, and advice. Despite a decrease in net inflows compared to the previous year, the company maintains a strong market position with steady growth in its overall funds, reflecting its resilience in the competitive financial services sector.

The most recent analyst rating on (AU:FID) stock is a Buy with a A$13.50 price target. To see the full list of analyst forecasts on Fiducian Group Ltd stock, see the AU:FID Stock Forecast page.

Fiducian Group Secures Shareholder Approval for All AGM Resolutions
Oct 9, 2025

At the annual general meeting held on 9 October 2025, Fiducian Group Limited announced that all proposed resolutions were passed by shareholders via poll. This outcome reflects strong shareholder support and may positively impact Fiducian’s operations and market positioning in the competitive financial services sector.

The most recent analyst rating on (AU:FID) stock is a Buy with a A$13.50 price target. To see the full list of analyst forecasts on Fiducian Group Ltd stock, see the AU:FID Stock Forecast page.

Fiducian Group Ltd Reports Strong Financial Growth Amid Market Challenges
Oct 9, 2025

Fiducian Group Ltd reported a significant financial performance for the year ending June 30, 2025, with a net profit after tax of $18.6 million, marking a 23% increase from the previous year. Despite market volatility, the company saw a 13% rise in net revenue and a 19% growth in underlying net profit after tax. Funds under management, advice, and administration increased to $15.62 billion by September 2025. The company remains debt-free and is exploring further acquisitions to enhance its financial planning segment. Fiducian is also integrating digital solutions and AI to improve client engagement and operational efficiency.

The most recent analyst rating on (AU:FID) stock is a Buy with a A$13.50 price target. To see the full list of analyst forecasts on Fiducian Group Ltd stock, see the AU:FID Stock Forecast page.

Fiducian Group Faces ASIC Legal Action Over Fund Mismanagement Allegations
Oct 3, 2025

Fiducian Group Limited has announced that its subsidiary, Fiducian Investment Management Services Limited, is facing civil proceedings initiated by the Australian Securities and Investments Commission (ASIC) in the NSW Supreme Court. The case involves allegations of misleading statements in the product disclosure statement of the Fiducian Diversified Social Aspirations Fund and non-compliance with the fund’s compliance plan. The fund, which ceased operations in May 2024 due to insufficient scale, had $15.57 million in funds under management and delivered a 7.62% annualized return over nine years. Fiducian has cooperated with ASIC’s investigations and will continue to keep the market informed.

The most recent analyst rating on (AU:FID) stock is a Buy with a A$14.50 price target. To see the full list of analyst forecasts on Fiducian Group Ltd stock, see the AU:FID Stock Forecast page.

Fiducian Group Ltd Announces New Dividend Distribution
Aug 17, 2025

Fiducian Group Ltd has announced a new dividend distribution of AUD 0.247 per share for its ordinary fully paid securities. The dividend relates to the six-month period ending June 30, 2025, with an ex-date of August 29, 2025, a record date of September 1, 2025, and a payment date of September 15, 2025. This announcement reflects Fiducian Group’s ongoing commitment to providing returns to its shareholders, potentially enhancing its market position and investor confidence.

Fiducian Group Emphasizes Governance and Shareholder Interests
Aug 17, 2025

Fiducian Group Limited has released its Corporate Governance Statement, emphasizing its commitment to high standards of governance and shareholder interests. The board outlines key responsibilities, including strategy development, financial oversight, and risk management, while delegating daily operations to the Executive Chairman. The company also highlights its diversity policy and procedures for director appointments, underscoring its focus on merit-based decisions.

Fiducian Group Reports Strong Financial Growth and Increased Dividends
Aug 17, 2025

Fiducian Group Limited reported a significant increase in its financial performance for the year ending June 30, 2025, with revenue rising by 10.6% to $89.4 million and net profit after tax increasing by 23.5% to $18.6 million. The company also announced a final dividend of 24.70 cents per share, fully franked, with a record date of September 1, 2025, and a payment date of September 15, 2025. This strong financial performance and increased dividend reflect Fiducian’s robust market positioning and commitment to delivering value to its shareholders.

Fiducian Group to Announce FY2025 Results and Hold AGM
Jul 29, 2025

Fiducian Group Limited has announced that it will release its audited full-year results for FY2025 on August 18, 2025, followed by a presentation and Q&A session led by its executive chairmen. The company also confirmed that its Annual General Meeting will be held on October 9, 2025, both in-person and online, indicating a commitment to transparency and stakeholder engagement.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 15, 2025